HWM
Hohimer Wealth Management Portfolio holdings
AUM
$564M
This Quarter Return
-19.37%
1 Year Return
+23.08%
3 Year Return
+81.8%
5 Year Return
+135.14%
10 Year Return
–
AUM
$237M
AUM Growth
+$237M
(-18%)
Cap. Flow
-$23.7M
Cap. Flow
% of AUM
-9.99%
Top 10 Holdings %
Top 10 Hldgs %
16.95%
Holding
241
New
18
Increased
81
Reduced
63
Closed
65
Top Buys
| 1 |
Robert Half
RHI
|
$2.66M |
| 2 |
Prudential Financial
PRU
|
$2.26M |
| 3 |
Alibaba
BABA
|
$2.23M |
| 4 |
Dow Inc
DOW
|
$2.14M |
| 5 |
Chevron
CVX
|
$1.83M |
Top Sells
| 1 |
Truist Financial
TFC
|
$3.83M |
| 2 |
Carnival Corp
CCL
|
$2.38M |
| 3 |
SPLK
Splunk Inc
SPLK
|
$2.24M |
| 4 |
Dominion Energy
D
|
$2.12M |
| 5 |
Expedia Group
EXPE
|
$2.04M |
Sector Composition
| 1 | Technology | 21.51% |
| 2 | Healthcare | 17.34% |
| 3 | Financials | 13.25% |
| 4 | Industrials | 9.6% |
| 5 | Consumer Discretionary | 8.05% |
